2023 Form 5500 filing — Englund Marine Supply Co., Inc. 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250728125104NAL0002051489001) for Englund Marine Supply Co., Inc. 401(K) Profit Sharing Plan, reported by Englund Marine Supply Co., Inc. under EIN 93-0549258 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250728125104NAL0002051489001
Filing year
2023
Form type
2
Plan sponsor
Englund Marine Supply Co., Inc.
EIN
93-0549258
Plan number
001
Location
Astoria, OR
Participants
181
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$33,859,065
Total liabilities (EOY)
$0
Net assets (EOY)
$33,859,065
Employer contributions
$660,803
Participant contributions
$348,151
Total income / additions
$7,636,182
Benefits paid
$1,589,885
Administrative expenses
$208,976
Total expenses
$1,798,861
Net increase / (decrease)
$5,837,321
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Rbc Wealth ManagementINVESTMENT ADVISOR$177,312not reported in the loaded dataset
John HancockRECORDKEEPER$1,264$0

Related Form 5500 pages